Services

Referral Network

Referral Network for all your insurance and estate planning needs

  • We have a number of companies we refer to in order to assist our clients with their general insurance ( personal and business ) needs. This can be cover for your home and contents or more advanced cover required for your business .  With partners in all states of Australia we can offer cover in all areas and ensure you have one ongoing contact for all your insurance and superannuation needs
  • Similarly we have a number of solicitors we work with who can assist with setting up your will and arrange powers of attorney and even assist with the settlement of  your property
  • We also have access to a number of lenders and finance brokers who are able to review your existing lending arrangements.

 

Speak to one of our advisers in regard to any of the following and we can put you in contact with one of our partners near you:

  • General insurance requirements
  • Business insurance , fire and theft, public liability , professional indemnity
  • Wills
  • Power of Attorney
  • Mortgage finance , home lending or review existing loans